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not seeing it. generally johnson controls came out and said we continue to have confidence in our full year guidance, even though they said at the first half of the year they won't make as much as last year. there's back end assumptions in some of these companies. but the main earnings themes from these four companies, still on cost reduction. that's what they'll be able to control. the ceo said he's increasingly confident he can meet or exceed financial expectations. i'm still looking for top line growth in these companies. big moves in the asian companies overnight. did you see japan's up there. japan, best day in 22 months, folks. china gdp, better. suncoke open for trading. i mentioned that. down 2% right here at $18.57. japan, again, biggest gains in 22 months. investments there on fire. all the etfs there are getting very large inflows in the last couple of weeks. speaking of inflows, did you see stock mutual funds? inflows for a second week in a row. this is according to lippert here. stock, mutual funds, most since april of 2000. i got excited last week, i'm really interested now, b
day. i wouldn't be surprised if the company comes in with guns blazing. guns blazing. michael johnson. he doesn't tolerate this. he's actually a tough guy. >> i would assume he is. >> and dan loeb, you said brings three guns to a knife fight. >> yeah. >> that's what i said this weekend, the ravens brought three guns to the knife fight. >> jim sounded off on the fed. >> he has no idea what it's like out there. none. and bill pool has no idea what it's like out there. my people have been in this game for 25 years. >> jim was absolutely right. if you saw these transcripts last week. stick around for that. also ahead, sheila bair one day after the president's inaugural address. what she has to say about the debt ceiling standoff. >>> what a week it is going to be. "squawk on the street" is back in a minute. twins. i didn't see them coming. i have obligations. cute obligations, but obligations. i need to rethink the core of my portfolio. what i really need is sleep. introducing the ishares core, building blocks for the heart of your portfolio. find out why 9 out of 10 large professional in
story. >> michael johnson, disney 17 years before he came to herbalife. remember they brought the company public, it was private. it had got private and was very successful. he's bought in, 145 million shares six years ago to 113 million. the idea he doesn't announce he buyback today, that's fatuous, the fact is this company has gigantic cash flow, it's increasing, it is a mexican/south korean, european company, not just the united states. you need a government investigation and injugs to stop him if he wants to go higher. >> that seems to be the crux of mr. acman's argument. that eventually it will shut them down. >> obviously they can take profits heave, right? but this isn't -- i have 6:00 that if lobe and icahn want to come in at the same time that the company comes in with a buyback underneath action then this is a better long than a short. >> it's interesting in the conversations we've been having with lawyers, acman has boasted in the past he -- has more -- >> what's the price per lawyer, like a p.e. kind of thing? i think herbalife, this is a battleground like you woul
. >> another downgrade on johnson. >> they're not hurt by this business. i've got to tell you, carl, there are too many analysts who are negative. they say the stock is up too high. what happens if we break out? >> you talked about the danger of downgrades yesterday. >> you know, like i don't like -- i think it was at 65. what do you do? do you suddenly start liking it again? a lot of people fell off the horse. >> what's coming up tonight? >> the ultimate china play is joy global. straightest shooting ceo i know. he'll tell us about electricity demand and coal demand. india, china, i think the stock is a buy. everybody wroe him off at 55. that was a mistake. >> on a day when a lot of people are talking reacceleration. jim, 6:00 and 11:00 eastern time. minutes away from breaking news on home builder sentiment. a hot sector already. a lot more on the earnings showdown between goldman and jpmorgan. which is the better play? don't go away. obligations, but obligations. i need to rethink the core of my portfolio. what i really need is sleep. introducing the ishares core, building blocks
Search Results 0 to 3 of about 4

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